Investment Tactics

Strategies and insights for effective investing.

Image representing blog post News Roundup: S&P 500 2025 Predictions, Lousy Retail Investor Performance, Europe Wanes, Simple ETFs
News Roundup: S&P 500 2025 Predictions, Lousy Retail Investor Performance, Europe Wanes, Simple ETFs

Brett Gardner discusses how Warren Buffett built his early investing track record and why conventional wisdom about “early Buffett” investing is wrong.

Image representing blog post Brett Gardner Explains Warren Buffett’s Early Investments
Brett Gardner Explains Warren Buffett’s Early Investments

Brett Gardner Explains Warren Buffett’s Early Investments It’s a known fact that Warren Buffett’s best returns came in the 1950s and 1960s, before Berkshire Hathaway (NYSE: $BRK.B) become his investment…

Image representing blog post Weekly Roundup: Fed Rate Cut, Trump Returns, Bad Buffett ETF, Next Decade of Stock Returns
Weekly Roundup: Fed Rate Cut, Trump Returns, Bad Buffett ETF, Next Decade of Stock Returns

A Federal Reserve rate cut goes almost unnoticed after the Trump re-election, why a Daily Buffett ETF is nonsensical, it was a large-cap growth decade.

Image representing blog post BBAE Debate: IPP Stocks like Talen Energy (NYSE: $TLN): Hot or Not? 
BBAE Debate: IPP Stocks like Talen Energy (NYSE: $TLN): Hot or Not? 

Enrique Abeyta of HX Research is an IPP bull; he loves Talen Energy. Travis Miller of Morningstar is bearish. They hash out the future of IPPs.

Image representing blog post Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance
Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance

Weekly Roundup: Rough Decade Really Coming for Stocks? US Equity Valuations, Momentum, plus Energy’s Underperformance Is a rough decade really coming for US stocks?  I wrote a piece last week…

Image representing blog post The Worst Idea in Modern Finance
The Worst Idea in Modern Finance

The NYSE’s plan to offer 22-hour trading via its all-electronic Arca exchange is a step backward, not forward, for the role of finance in American society.

Image representing blog post This Is How to Invest | Wes Gray of Alpha Architect
This Is How to Invest | Wes Gray of Alpha Architect

Wes Gray of Alpha Architect shares investing suggestions, factor analysis, diversification thoughts, and his movie-worthy background.

Image representing blog post News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors
News Roundup: Small Caps Doing Well, Insiders Sell, Debt, S&P 500 Equal Weight, Robinhood Clients are Bad Investors

US small caps suddenly massively outperform, while corporate insiders ramp up selling; Americans are back to credit card debt.

Image representing blog post US Stocks: Goldman’s Grim Forecast
US Stocks: Goldman’s Grim Forecast

Goldman Sachs predicts US stock market returns of 3% per year for the next decade. How much stock should investors put in this prediction?

Image representing blog post News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus
News Roundup: US Stocks en Fuego, Best & Worst Stocks, High PE Revenge, China’s Anticlimactic Stimulus

US stocks hit record highs, lessons from the best and worst stocks, high P/E stocks did well – but just this once? Plus, China’s stimulus challenge.

Image representing blog post What Does a More Miserable World Mean for Investors?
What Does a More Miserable World Mean for Investors?

World happiness – and especially US happiness – is going down. Is this a bad thing for the economy, or a good thing?

Image representing blog post Interview: Eoin Treacy Says Norwegian Cruise Line (NYSE: $NCLH) Could Double
Interview: Eoin Treacy Says Norwegian Cruise Line (NYSE: $NCLH) Could Double

The stock of Norwegian Cruise Line Holdings could double in the next 12-18 months, says analyst Eoin Treacy. Here’s why.

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